Privacy Policy and SMS Terms & Conditions

Blue Vista Insurance Agency Inc.

Effective Date: August 24, 2026
Last Updated: August 24, 2026

Blue Vista Insurance Agency Inc. (“Blue Vista Insurance Agency,” “Blue Vista,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you provide to us.

This Privacy Policy explains what information we collect, how we use and disclose that information, and how we handle telephone and SMS/text-message communications.

Our website is located at https://bluevistainsurance.com.

1. Information We Collect

Depending on how you interact with Blue Vista Insurance Agency, we may collect:

• Your name.

• Mailing or physical address.

• Email address.

• Telephone and mobile telephone numbers.

• Information provided when requesting an insurance quote.

• Information relating to your insurance needs, policies, applications, or services.

• Information provided through website forms, email, telephone calls, text messages, or other communications.

• Information necessary to respond to inquiries and provide insurance services.

• Website and electronic information such as IP address, browser type, device information, pages viewed, and information collected through cookies or similar technologies

• Information from customer referral

We collect information reasonably necessary to provide our services, respond to requests, communicate with customers and prospective customers, operate our business, and comply with applicable laws.

2. How We Use Personal Information

We may use personal information to:

• Respond to inquiries and requests.

• Provide insurance quotes and information.

• Provide customer service.

• Communicate regarding insurance products and services.

• Follow up on insurance quote requests.

• Schedule and remind customers about appointments or meetings.

• Communicate regarding policies, applications, requests, and other insurance-related matters.

• Respond to questions submitted through our website or other communication channels.

• Improve our website, services, and customer experience.

• Maintain business and customer records.

• Prevent fraud, unauthorized activity, or misuse of our services.

• Comply with applicable legal and regulatory requirements.

• Send promotional communications where appropriate consent has been obtained.

3. Telephone and SMS/Text Messaging

If you provide a mobile telephone number and affirmatively consent to receive SMS messages from Blue Vista Insurance Agency, we may use that number to communicate with you by text message for the purposes described at the time of consent.

Depending on the type of consent provided and your relationship with Blue Vista Insurance Agency, SMS messages may include:

• Responses to questions or inquiries.

• Insurance quote follow-ups.

• Customer service communications.

• Appointment and meeting reminders.

• Requests for information needed to provide insurance services.

• Insurance policy or service-related notifications.

• Other informational communications for which you have provided consent.

• Promotional or marketing messages where the required consent has been obtained.

Consent to receive SMS messages is not a condition of purchasing insurance, obtaining an insurance quote, or receiving services from Blue Vista Insurance Agency.

Message and data rates may apply. Messaging frequency may vary.

You may opt out of SMS messages at any time by replying STOP. You may request assistance by replying HELP.

4. SMS Consent and Opt-In Information

When you voluntarily opt in to receive SMS messages, Blue Vista Insurance Agency may maintain information necessary to document and manage your consent.

This information may include:

• Mobile telephone number.

• Date and time of consent.

• Method or source through which consent was obtained.

• The consent language presented at the time of opt-in.

• Records of opt-out requests.

No mobile opt-in or text message consent information will be shared with third parties or affiliates for their own marketing or promotional purposes.

We may use service providers that process information on our behalf, including technology, website hosting, customer relationship management, communications, and messaging providers. These providers may access information only as reasonably necessary to provide services to Blue Vista Insurance Agency and are subject to applicable contractual and legal requirements.

5. Information Sharing

We may disclose personal information when reasonably necessary to:

• Provide requested insurance services.

• Respond to inquiries.

• Provide insurance quotes and information.

• Process transactions or applications.

• Work with insurance carriers or other parties involved in providing requested insurance services.

• Operate our website and business.

• Use service providers and technology vendors.

• Comply with laws, regulations, court orders, subpoenas, or other legal requirements.

• Protect the rights, property, safety, or security of Blue Vista Insurance Agency, our customers, or others.

• Complete a merger, acquisition, sale, restructuring, or other business transaction.

• Act at your direction or with your consent.

We do not sell mobile telephone numbers or SMS opt-in information. We do not share SMS opt-in or consent information with third parties or affiliates for their own marketing or promotional purposes.

6. Cookies and Website Technologies

Our website may use cookies and similar technologies to operate the website, remember preferences, understand website usage, improve website performance, and analyze how visitors use our website.

You may control certain cookies through your browser or device settings. Disabling cookies may affect some website functionality.

7. Third-Party Websites and Services

Our website may contain links to third-party websites or services.

Those websites may have their own privacy policies and practices. Blue Vista Insurance Agency is not responsible for the privacy or security practices of third-party websites.

We encourage you to review the privacy policy of any third-party website before providing personal information.

8. Data Security

Blue Vista Insurance Agency uses reasonable administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, use, alteration, disclosure, or destruction.

No electronic transmission, website, or storage system can be guaranteed to be completely secure.

9. Data Retention

We retain personal information for as long as reasonably necessary to provide services, maintain business records, document transactions and communications, comply with legal and regulatory obligations, resolve disputes, enforce agreements, and fulfill other legitimate business requirements.

10. SMS Terms & Conditions

Consent to Receive Text Messages

If you voluntarily consent to receive SMS messages from Blue Vista Insurance Agency, you agree to receive conversational and/or informational messages concerning your insurance inquiries, quote requests, customer service, appointments, policy-related matters, and other insurance services for which you have provided consent.

Where separately authorized, Blue Vista Insurance Agency may also send promotional or marketing SMS messages.

Consent is not a condition of purchasing insurance, receiving an insurance quote, or obtaining services.

Messaging Frequency

Messaging frequency may vary depending on your interactions with Blue Vista Insurance Agency, the services you request, and your communication preferences.

Message and Data Rates

Message and data rates may apply. Your mobile carrier's standard messaging and data rates may apply.

Opting Out

You may opt out of SMS messages at any time by replying:

STOP

After you send STOP, Blue Vista Insurance Agency will send a confirmation message and will not send additional SMS messages unless you subsequently provide consent to receive them or a message is otherwise permitted under applicable law.

Getting Help

For assistance, reply:

HELP

You may also contact Blue Vista Insurance Agency at:

Email: michael@bluevistainsurance.com

Website: https://bluevistainsurance.com

Carrier Responsibility

SMS availability and delivery may depend on your mobile carrier and network. Blue Vista Insurance Agency does not guarantee that every SMS message will be delivered.

11. Website SMS Consent

If Blue Vista Insurance Agency obtains SMS consent through a website form, the SMS consent checkbox will be optional and unchecked by default.

The consent checkbox should appear next to or near the applicable mobile telephone number field.

Recommended website disclosure:

I consent to receive conversational and informational SMS messages from Blue Vista Insurance Agency regarding my insurance inquiries, quote requests, appointments, customer service, policy-related matters, and other insurance services for which I have provided consent. Where separately authorized, I may also receive promotional messages. Message and data rates may apply. Messaging frequency may vary. Reply STOP to opt out and HELP for help. Consent is not a condition of purchasing insurance or receiving services. View our Privacy Policy and SMS Terms & Conditions.

The Privacy Policy and SMS Terms & Conditions links should be directly accessible from the form.

12. SMS Example Messages

The following examples illustrate the types of SMS messages Blue Vista Insurance Agency may send after the appropriate consent has been obtained.

Customer Service

Blue Vista Insurance Agency: We’re following up on your insurance inquiry. Please reply to this message if you need assistance or have additional questions. Reply STOP to Opt-out.

Quote Follow-Up

Blue Vista Insurance Agency: We’re following up on your recent insurance quote request. Please let us know if you have any questions or would like to review your options. Reply STOP to Opt-out.

Appointment Reminder

Blue Vista Insurance Agency: This is a reminder about your upcoming insurance appointment. Please contact us if you need to reschedule. Reply STOP to Opt-out.

Insurance Information Request

Blue Vista Insurance Agency: We’re following up regarding information needed for your insurance request. Please contact us when convenient so we can assist you. Reply STOP to Opt-out.

Policy or Service Follow-Up

Blue Vista Insurance Agency: We’re following up regarding your insurance policy or service request. Please reply to this message or contact us if you need assistance. Reply STOP to Opt-out.

13. SMS Opt-In Confirmation

A suggested SMS opt-in confirmation is:

Blue Vista Insurance Agency: You are subscribed to receive SMS messages regarding your insurance inquiries, quotes, appointments, customer service, and policy-related communications. Messaging frequency may vary. Message and data rates may apply. Reply STOP to opt out. Reply HELP for help.

14. SMS HELP Response

Blue Vista Insurance Agency: For help with SMS communications, email michael@bluevistainsurance.com or visit https://bluevistainsurance.com. Messaging frequency may vary. Message and data rates may apply. Reply STOP to opt out.

15. SMS STOP Response

Blue Vista Insurance Agency: You have successfully opted out of SMS messages. No additional text messages will be sent unless you opt in again.

16. Children's Privacy

Our website and services are not directed toward children under 13. We do not knowingly collect personal information from children under 13 through our website.

17. Privacy Rights

Depending on applicable law and your location, you may have rights concerning your personal information, including rights to request access to, correction of, deletion of, or information about certain personal information.

To make a privacy-related request, contact us using the information below.

We may need to verify your identity before processing certain requests.

18. Changes to This Privacy Policy

Blue Vista Insurance Agency Inc. may update this Privacy Policy from time to time to reflect changes in our business, services, technology, or applicable legal requirements.

The “Last Updated” date at the beginning of this Privacy Policy will be updated when material changes are made.

19. Contact Information

Blue Vista Insurance Agency Inc.

Business/Customer-Facing Name: Blue Vista Insurance Agency

Address:
1249 S Diamond Bar Blvd, Suite 218
Diamond Bar, CA 91765

Email:
michael@bluevistainsurance.com

Website:
https://bluevistainsurance.com

For questions concerning this Privacy Policy, SMS communications, privacy requests, or your personal information, please contact us using the information above.

Blue Vista Insurance Agency guarantees that no mobile information or opt-in data will be shared, sold, or rented to third parties or affiliates for marketing or promotional purposes.

Your Privacy, Our Promise